The Ortho Chart can be used to keep track of orthodontic visits in a grid format. The data in the grid only shows here and is completely separate from information in the regular patient chart. This feature can also be adapted for other purposes unrelated to orthodontics.

Signature Box: Only shows if a signature column has been defined in Ortho Chart Setup.

All ortho chart entries are sorted by date (oldest to newest). When a tab is opened, only date entries with data in them will show. Entering data on one tab populates all tabs with that date and data if columns are the same.

The current date always shows as a new row and the grid automatically scrolls to the most recent entry.

Double click the Patient Fields row to enter information. A list of selectable options will show for pick list fields.

To enter ortho chart information, select an ortho chart tab, then click in a cell. Cells will accept text or allow selection from a pick list. To add Auto Notes to a cell, highlight the cell, then click Auto Note.

(optional) If a Signature Box shows, electronically sign the highlighted entry, or add an electronic signature stamp for the person currently logged in. Allow digital signatures must be turned on in Chart Module Preferences.

Click OK to save.

Add an Entry for a Previous Date

On the Ortho Chart window, click Add Date.

Enter the date (MM/DD/YY).

Click OK. A new row will show in the Ortho Chart grid.

Q: I added the wrong date accidentally, but see no way to delete it. How can I remove it?

A: Do not enter any data in any cell for the date, then close the Ortho Chart. When you reopen, the wrong date will no longer show.

Print the Ortho Chart

Click Print to print the ortho chart grid exactly as it shows when print is clicked. Print in landscape if necessary to fit all columns. In the printout header, the title of the Ortho Chart will display first. The first tab in the list determines the title. The selected tab's title will display beneath that.

Audit Trail

Use the Audit Trail to view historical changes made on a dated entry. Both patient field and ortho chart changes are tracked. To see changes for a specific date, highlight the date under Date Service. By default, all dates are highlighted when the audit trail is opened, making all changes visible.

Electronic Signature Validity

Validity of electronic signatures is determined by Open Dental. Entries with a valid signature are highlighted green and Valid shows in the signature column. Invalid signatures will turn the row red and the signature column will display Invalid. Signatures may be invalidated by:

Changing the patient name.

Changing any data in the signed row.

Removing the signature box in Display Fields, making changes to ortho chart fields, then adding the signature box.